lead-to-policy/src/api/config.ts

// Aria Lead-to-Policy — sandbox app 385, org 53.
// Workflow `e29c3c33` (v1). All ids verified against postgres-sandbox.

export const ORG_ID = '53';
export const APP_ID = '385';
export const WORKFLOW_UUID = 'e29c3c33-e294-4051-8325-a20de9ed99fc';

// Record views (POST /app/385/view/recordview, body.rv_template_uid).
export const RECORD_VIEW_IDS = {
  ALL_LEADS: '49a5d651-8055-451a-8348-b1ea65cc6357', // comprehensive — drives the pipeline
} as const;

// Detail views (GET /app/385/view/detailview/{uid}).
export const DETAIL_VIEW_IDS = {
  LEAD: 'aa96f572-b480-4623-ae9c-9ce0c44b8626',
} as const;

// Onboard activity uid. The trigger writes welcome_email_status + policy_doc
// onto the lead record (read from the recordview). onboarding_notes stays a
// `local` field — it persists only in the activity submission, surfaced via the
// audit feed, where Customer 360 reads it. (welcome_pack_sent is dead.)
export const ONBOARD_ACTIVITY_UID = 'ae415f4e-a33e-432e-882f-733238de8bcc';

// Activity uids + their field ids (data{} keys). From introspect.
export const ACTIVITIES = {
  RECOMMEND_PRODUCT: {
    uid: 'c0e2004e-2d70-45f2-9cd5-734331010906',
    fields: {
      product: 'recommended_product_input', // lookup → tbl_products (see PRODUCT_LOOKUP)
      sumAssured: 'sum_assured_input', // number
      premiumAmount: 'premium_amount_input', // number
      premiumFrequency: 'premium_frequency_input', // select
      riders: 'riders_input', // multiselect
      notes: 'recommendation_notes', // longtext
      saValid: 'sa_valid_input', // boolean — computed (see lib/recommend.ts); gates Product Recommended
    },
  },
  COLLECT_DOCUMENTS: {
    uid: 'a8eb0faa-17f9-4491-a161-bd6b533adfd1',
    fields: {
      panOcr: 'pan_ocr_2', // ocr
      aadhaarOcr: 'aadhar_ocr_2', // ocr
      salarySlip: 'salary_slip_doc_input', // file
      aadhaarNumber: 'aadhaar_number_input', // text
      panNumber: 'pan_number_input', // text
      verifiedIncome: 'verified_income_input', // number
      docStatus: 'doc_status_input', // select (req)
    },
  },
  SUBMIT_UNDERWRITING: {
    uid: 'ed8ec0dc-4c2c-4d9e-b798-757f6a9d4730',
    fields: {
      status: 'underwriting_status_input', // select (req) — the verdict
      ref: 'underwriting_ref_input', // id_gen (backend-generated UW-YYYY-####; do NOT send)
    },
  },
  ISSUE_POLICY: {
    uid: '7b8fb734-a780-4c6a-837b-c5e7ca28e489',
    fields: {
      issueDate: 'policy_issue_date_input', // date (req)
      term: 'policy_term_input', // number (years)
      maturity: 'maturity_date_input', // date (computed = issue + term)
      premium: 'premium_amount_confirm', // number
      number: 'policy_number_input', // id_gen (backend-generated POL-YYYY-####; do NOT send)
    },
  },
} as const;

// Select options + lookup templates are no longer hardcoded here — screens
// read them live from the form schema (api/schema.ts → fieldFromSchema).

// Canonical ordered lifecycle — matches live `current_state_name` 1:1 so a
// state name maps straight to a stepper/kanban index. Terminal "Disqualified"
// is handled out-of-band (STAGE_OF_STATE returns -1).
export const STAGES = [
  'New Lead',
  'Qualified',
  'Assigned',
  'Contacted',
  'Meeting Scheduled',
  'Product Recommended',
  'Documents Collected',
  'Eligibility Assessed',
  'Underwriting',
  'Policy Issued',
  'Customer 360',
] as const;

export function stageOfState(stateName?: string): number {
  if (!stateName) return 0;
  const i = STAGES.indexOf(stateName as (typeof STAGES)[number]);
  return i; // -1 for Disqualified / unknown
}

// UID -> human name maps, for rendering the audit trail (which stores raw
// activity + state UIDs).
export const STATE_NAME_BY_UID: Record<string, string> = {
  'e469b82f-924e-47d9-9a9f-65b23d270047': 'New Lead',
  '41c7a19f-f2fa-4b54-9dd5-310ae982d6c6': 'Qualified',
  '8f038dc4-81b7-48c6-ac5b-b28c42b83214': 'Assigned',
  'f2aa6dbd-2149-455a-9466-58bd5beb6997': 'Contacted',
  'd5a2e33a-d2fe-4bfb-816f-61e064b77e97': 'Meeting Scheduled',
  '2f33444a-1af0-4fa0-9461-eb8fc79ec175': 'Product Recommended',
  'a0d60916-c332-4d0a-8d02-501e22616b8f': 'Documents Collected',
  '0a2a0a66-129a-4b2a-8e4e-1defc5ef85f6': 'Eligibility Assessed',
  'f8158695-5ac7-4e3a-9eda-bbab3fd8bbb3': 'Underwriting',
  'c964fe5e-c2a8-4d30-825c-fefa97a74368': 'Policy Issued',
  '3d783ea2-b3d0-4eca-9424-9f8451c5d986': 'Customer 360',
  '0ce7794e-30ba-4f09-b81e-26d5c9fec5b7': 'Disqualified',
};

export const ACTIVITY_NAME_BY_UID: Record<string, string> = {
  'cc1a73d5-61e1-4416-af30-2b1eeb623a58': 'Capture Lead',
  '6b741e44-37f2-4bb0-90ab-ed139f03b7b3': 'Qualify Lead',
  'da61aaa1-003b-4601-9f42-f93ff230497f': 'Assign Lead',
  'fea6b3a8-846d-4f6f-8e92-033c4cf4b6e2': 'Log First Contact',
  'c444d32f-ed6a-4e36-b8b7-b82e73a141d4': 'Schedule Meeting',
  'c0e2004e-2d70-45f2-9cd5-734331010906': 'Recommend Product',
  'a8eb0faa-17f9-4491-a161-bd6b533adfd1': 'Collect Documents',
  'ba3d3e7f-0d3f-49f2-a156-6cace33c228a': 'Assess Eligibility',
  'ed8ec0dc-4c2c-4d9e-b798-757f6a9d4730': 'Submit Underwriting',
  '7b8fb734-a780-4c6a-837b-c5e7ca28e489': 'Issue Policy',
  'ae415f4e-a33e-432e-882f-733238de8bcc': 'Onboard Customer',
  'ea99fc60-caba-45c1-afc1-7386a2fa9220': 'Disqualify',
};

// AI employees (user_id -> identity). Used to label the decision stream and
// to attribute the "owner" of an in-flight lead.
export const AI_EMPLOYEES: Record<string, { name: string; role: string }> = {
  '29180': { name: 'Aria', role: 'Lead Qualifier' },
  '29181': { name: 'Aria Engage', role: 'Calls & Scheduling' },
  '29182': { name: 'Aria Underwrite', role: 'Underwriting' },
  '29188': { name: 'Aria Advisor', role: 'Product Recommendation' },
};

// Aria Advisor's internal recommendation activity. It fires from the Schedule
// Meeting trigger (after the meeting is booked) and records the product
// recommendation as a decision — surfaced in the Recommend Product form. Its
// data{} carries the ai_* fields below.
export const AI_RECOMMENDATION = {
  activityUid: '14d734da-f1e2-49af-9715-2146d26c0e1a',
  aiUserId: '29188',
  fields: {
    product: 'ai_recommended_product_input', // product name (string)
    sumAssured: 'ai_suggested_sum_assured_input', // number
    rationale: 'ai_recommendation_rationale_input', // text
    confidence: 'ai_recommendation_confidence_input', // 0–100
  },
} as const;

// Which AI employee is driving a given state (for owner attribution when no
// human sales agent is set).
export function aiEmployeeForState(stateName?: string): { name: string; role: string } | null {
  switch (stateName) {
    case 'New Lead':
      return AI_EMPLOYEES['29180'];
    case 'Assigned':
    case 'Contacted':
    case 'Meeting Scheduled':
    case 'Product Recommended':
      return AI_EMPLOYEES['29181'];
    case 'Documents Collected':
    case 'Eligibility Assessed':
      return AI_EMPLOYEES['29182'];
    default:
      return null;
  }
}

// --- Screen RBAC (mirrors tbl_appconfig_screens.permissions for app 385) ---
// Roles that bypass screen gating entirely (platform admins see every screen).
export const SUPER_ROLES = ['Super Admin', 'Admin'];

// Route path → roles allowed to see the screen. A path absent here is open to
// all authenticated users (e.g. the contextual Lead 360 detail). `/schedule`
// is an Aria-only screen — managers oversee agent meetings, agents see theirs.
export const SCREEN_ACCESS: Record<string, string[]> = {
  '/pipeline': ['Sales Agent', 'Underwriter', 'Branch Manager'],
  '/qualify': ['Branch Manager'],
  '/engage': ['Sales Agent'],
  '/documents': ['Underwriter'],
  '/underwriting': ['Underwriter', 'Branch Manager'],
  '/schedule': ['Sales Agent', 'Branch Manager'],
};

/** Whether `roles` may see the screen at `path`. Super-admins always can;
 *  unlisted paths are open. */
export function canSeeScreen(roles: string[] | undefined, path: string): boolean {
  const allowed = SCREEN_ACCESS[path];
  if (!allowed) return true;
  const r = roles ?? [];
  if (r.some((role) => SUPER_ROLES.includes(role))) return true;
  return r.some((role) => allowed.includes(role));
}